EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.7B
AUM Growth
+$4.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,924
New
Increased
Reduced
Closed

Top Buys

1
+$570M
2
+$449M
3
+$210M
4
AMZN icon
Amazon
AMZN
+$190M
5
BMY icon
Bristol-Myers Squibb
BMY
+$170M

Top Sells

1
+$111M
2
+$103M
3
+$90.6M
4
PXD
Pioneer Natural Resource Co.
PXD
+$86.2M
5
PM icon
Philip Morris
PM
+$85.3M

Sector Composition

1 Technology 24.15%
2 Healthcare 14.61%
3 Financials 14.36%
4 Consumer Discretionary 11.33%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$61K ﹤0.01%
19,116
+11,932
1802
$61K ﹤0.01%
13,741
-1,256
1803
$47K ﹤0.01%
11,320
+1,873
1804
$39K ﹤0.01%
1,000
+500
1805
$28K ﹤0.01%
+1,667
1806
$26K ﹤0.01%
2,254
+1,700
1807
$21K ﹤0.01%
20,000
1808
$13K ﹤0.01%
10,000
1809
$10K ﹤0.01%
600
1810
$4K ﹤0.01%
6
1811
– –
-982
1812
– –
-918
1813
– –
-447
1814
– –
-14
1815
– –
-1,000
1816
– –
-1,194
1817
– –
-5,632
1818
– –
-70
1819
– –
-245
1820
– –
-100
1821
– –
-2,454
1822
– –
-58
1823
– –
-3,797
1824
– –
-4,825
1825
– –
-1,789
71 72
73
74 75